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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,927 | $67,823-61.8% | $52,425-50.5% | $137,256-81.1% |
| Participation rate | 94.1% | 63.9%+30.2pp | 55.6%+38.5pp | 80.0%+14.2pp |
| Annual return | 17.12% | 219.11%-202.0pp | 302.12%-285.0pp | 220.34%-203.2pp |
| Employer contribution / active EE | $957 | $1,163-17.7% | $914+4.7% | $4,156-77.0% |
| Participant deferral / active EE | $1,777 | $2,288-22.3% | $1,790-0.7% | $6,407-72.3% |
| Admin fee / account holder | $119 | $2,844-95.8% | $2,495-95.2% | $12,270-99.0% |